---
title: "CRM"
slug: "crm"
tags: ["Admin Panel", "Concept"]
updated: 2022-08-11T17:46:20Z
published: 2022-08-11T17:46:21Z
canonical: "help.nexudus.com/crm"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM

The **CRM** section of the {{variable.AdminPanel}} helps you communicate with existing and potential {{variable.customers}}. 

You can manage the following features from this section: 

## [{{variable.CRMBoards_CAP}}](https://help.nexudus.com/v3/docs/crm-boards)
Manage your {{variable.opportunities}} and automate processes in your {{variable.space}} with {{variable.CRMboards}}.

## [{{variable.Reminders_CAP}}](https://help.nexudus.com/v3/docs/reminders)
Send your {{variable.customers}} reminders when they meet certain conditions in {{variable.Nexudus}} and automate some of your communication with {{variable.customers}}.

## [{{variable.Proposals_CAP}}](https://help.nexudus.com/v3/docs/proposals)
Send your {{variable.customers}} a summary of what a contract with your space can look like and have them sign their new contracts online. 

## [{{variable.DocumentTemplates_CAPS}}](https://help.nexudus.com/v3/docs/document-templates)
Create document templates with dynamic fields and simplify generating documents in your space. 

## [{{variable.CustomFields_CAPS}}](https://help.nexudus.com/v3/docs/custom-fields)
Create {{variable.customfields}} and add them to your {{variable.MembersPortal}} forms to gather information that's relevant to your {{variable.space}}. 

## [Message Macros ](https://help.nexudus.com/v3/docs/message-macros)
Build a selection of canned responses that you can use as {{variable.templates}} in messages you send your {{variable.customers}}. 

## [Tasks ](https://help.nexudus.com/v3/docs/tasks)
Create {{variable.tasks}} and task lists to standardize some processes in your {{variable.space}}.

## [Email Accounts](https://help.nexudus.com/v3/docs/email-accounts)
Manage email conversations between your {{variable.space}} and {{variable.customers}} directly through the {{variable.AdminPanel}}.